格隆汇1月9日丨法兰泰克(603966.SH)公布，为进一步落实公司投资发展规划，提升公司资金投资收益 水平和资产运作能力，同时拓宽公司参与前沿科技发展的渠道，协同公司的高质量发展战略，公司于 2026年1月9日与普通合伙人天津文仲投资管理有限公司、有限合伙人京津冀（天津）科技成果转化基金 有限公司、天津天开九安海河海棠股权投资基金合伙企业（有限合伙）、云涌产业共赢（北京）创业投 资有限公司、横琴粤澳深度合作区产业投资基金（有限合伙）、天津港保税区产业发展基金合伙企业 （有限合伙）、深圳泰科源商贸有限公司、环旭电子股份有限公司、杭州旭晟成投资合伙企业（有限合 伙）、天津盛业投资有限公司、天津仁爱智德企业管理有限公司、上海焯璟企业管理咨询有限公司、高 鸣共同签署了《天津海河曜仲股权投资合伙企业（有限合伙）合伙协议》，公司作为有限合伙人以自有 资金600万元认购标的基金份额，占标的基金首期认缴出资总额61,250万元的0.98%。普通合伙人是标的 基金管理人苏州维特力新创业投资管理有限公司的全资子公司。 ...

证券日报网讯1月9日，法兰泰克（603966）在互动平台回答投资者提问时表示，截至2025年12月31日， 公司股东总户数为23669户。 ...

证券代码：603966 证券简称：法兰泰克 公告编号：2026-001 法兰泰克重工股份有限公司 关于认购私募基金份额的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 与私募基金合作投资的基本情况：法兰泰克重工股份有限公司（以下简 称"公司"）作为有限合伙人以自有资金 600 万元人民币参与认购天津海河曜仲 股权投资合伙企业（有限合伙）（暂定名称，以下简称"标的基金"、"合伙企业"） 的份额，标的基金首期认缴出资总额为 61,250 万元，本次出资完成后，公司将 持有标的基金 0.98%合伙份额。 交易实施尚需履行的审批及其他相关程序：本次交易未达到公司董事 会及股东会审议标准，无需提交董事会或股东会审议 相关风险提示：标的基金尚处于筹划设立阶段，尚未完成工商登记手 续，具体实施情况和进度存在一定的不确定性。标的基金在后期运营过程中， 所投资项目可能受到宏观经济、行业周期、投资标的运营管理等多种因素影 响，投资进展及项目完成情况存在一定的不确定性，存在投资收益不及预期 的风险。 一、合作情况概述 1 / ...

证券时报·数据宝统计，截至发稿，法兰泰克收盘价为13.90元，上涨6.51%，本期筹码集中以来股价累 计上涨29.30%。具体到各交易日，9次上涨，3次下跌。 公司发布的三季报数据显示，前三季公司共实现营业收入18.60亿元，同比增长31.26%，实现净利润 1.71亿元，同比增长38.87%，基本每股收益为0.4571元，加权平均净资产收益率9.46%。（数据宝） 法兰泰克1月9日披露，截至12月31日公司股东户数为23669户，较上期（12月20日）减少2775户，环比 降幅为10.49%。这已是该公司股东户数连续第4期下降。 （文章来源：证券时报网） ...

Investment Rating - The report maintains a "Recommended" rating for the mechanical industry, with a focus on AI equipment and consumables, as well as humanoid robots [1] Core Insights - The mechanical industry is expected to enter a new recovery cycle driven by monetary and fiscal policies, with significant investment opportunities in the industrial control sector, robotics, machine tools, and AI equipment [6][8] - The AI equipment and consumables sector is experiencing a surge in demand due to the rapid iteration of AI models and smart hardware applications, leading to increased requirements for high-performance servers and advanced PCBs [6][21] - The humanoid robot industry is transitioning from concept validation to commercialization, presenting unique investment opportunities in companies with productization capabilities in key components and solutions [6][21] Summary by Sections Industry Overview - The mechanical industry comprises 634 listed companies with a total market capitalization of 6.37 trillion yuan and a circulating market value of 5.29 trillion yuan [3] Company Earnings Forecasts and Valuations - Key companies in the mechanical sector are projected to have strong earnings growth, with several receiving a "Strong Buy" rating, including: - Huichuan Technology: EPS forecast of 2.11 yuan in 2025, with a PE ratio of 35.72 [2] - Falan Technology: EPS forecast of 0.60 yuan in 2025, with a PE ratio of 19.85 [2] - Xinjie Electric: EPS forecast of 1.83 yuan in 2025, with a PE ratio of 30.13 [2] - Okoyi: EPS forecast of 0.71 yuan in 2025, with a PE ratio of 44.86 [2] - Other notable companies include Anhui Heli, Su Shi Testing, and Sany Heavy Industry, all rated as "Strong Buy" [2] Market Performance - The mechanical sector has shown a 1.0% increase in the recent week, outperforming the broader market indices [10][15] - The absolute performance over the last 12 months is 40.7%, indicating strong growth relative to other sectors [4] Investment Recommendations - The report suggests focusing on companies in various sub-sectors, including: - Industrial control: Huichuan Technology, Xinjie Electric, and Weichuang Electric [6] - Robotics: Keli Sensor, Donghua Testing, and Mingzhi Electric [6] - Machine tools: Haitai Precision, Neway CNC, and Huacheng Equipment [6] - Consumables: Dingtai High-Tech and Zhongtung High-Tech [6] - Testing: Huace Testing and Guandian Measurement [6] - Engineering machinery: Sany Heavy Industry and XCMG [6] - Forklift industry: Anhui Heli and Hangcha Group [6] - Laser industry: Ruike Laser and Plit [6] - Logistics equipment: Falan Technology and Lanjian Intelligent [6] - Rail transit equipment: CRRC and Times Electric [6] - 3C equipment: Kuaike Intelligent and Bozhong Precision [6]

Market Overview - The specialized equipment sector experienced a decline of 0.24% on the previous trading day, with Zhongya Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Stock Performance - Notable gainers in the specialized equipment sector included: - Dapeng Industrial (Code: 920091) with a closing price of 88.60, up 14.35% and a trading volume of 71,000 shares, totaling 604 million yuan [1] - Moke Co., Ltd. (Code: 002691) closed at 9.85, up 10.06% with a trading volume of 339,300 shares, totaling 333 million yuan [1] - Tianqi Co., Ltd. (Code: 002009) closed at 21.30, up 10.02% with a trading volume of 1,543,900 shares, totaling 3241 million yuan [1] - Other significant gainers included: - Jinggong Technology (Code: 002006) up 6.88% [1] - Yuejian Intelligent (Code: 603095) up 6.77% [1] - Greebo (Code: 301260) up 6.19% [1] Capital Flow - The specialized equipment sector saw a net outflow of 1.635 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.865 billion yuan [2] - The capital flow for specific stocks showed: - Jerry Co., Ltd. (Code: 002353) had a net inflow of 80.71 million yuan from institutional investors [3] - Dapeng Industrial (Code: 920091) had a net inflow of 19.46 million yuan from institutional investors [3] - Greebo (Code: 301260) had a net inflow of 18.26 million yuan from institutional investors [3]

Investment Rating - The report maintains a "Recommended" rating for the mechanical industry, with a focus on AI equipment and consumables, as well as commercial aerospace [1]. Core Insights - The report highlights the rapid growth in demand for high-performance servers, GPUs, and advanced PCBs driven by the surge in AI technology and applications. The global PCB industry is projected to grow from $73.6 billion in 2024 to $96.4 billion by 2029, with a CAGR of 5.6% [7][22]. - The report emphasizes the importance of advancements in PCB equipment and consumables, particularly in drilling and exposure equipment, which are expected to see significant market growth due to the increasing complexity of AI applications [22][24]. - The commercial aerospace sector is entering a critical phase with the successful launch of reusable rockets, which could significantly reduce satellite launch costs and accelerate satellite networking processes [7][24]. Summary by Sections Industry and Company Investment Views - The report discusses the impact of AI on PCB demand, noting that the need for high-density and high-layer PCBs is increasing, which will drive the demand for advanced drilling and exposure equipment [22][24]. - Key companies to watch include Dingtai High-Tech and Zhongtung High-New in the consumables sector, and Dazhu CNC and Xinqi Micro-Assembly in the equipment sector [7][24]. - The report suggests that the equipment industry is entering a golden age due to the expansion of AI infrastructure, with significant growth expected in drilling and exposure equipment markets [22][24]. Key Data Tracking - The report provides macroeconomic data, including the manufacturing PMI index and fixed asset investment growth rates, which are crucial for understanding the overall health of the mechanical industry [26][30]. - The mechanical sector has shown a strong performance, with a 4.5% increase in the sector index, outperforming the broader market indices [11][16]. Company Earnings Forecasts and Valuations - The report includes earnings forecasts and valuations for key companies in the mechanical sector, with several companies rated as "Strong Buy," indicating strong expected growth in earnings per share (EPS) and favorable price-to-earnings (PE) ratios [2][8].

证券日报网讯 12月24日，法兰泰克发布公告称，公司为全资子公司EurocraneAustriaGmbH新增担保 72.50万欧元，用于其与客户签署的行车设备采购合同履约保证。截至公告日，公司及控股子公司对外 担保总额49，911.68万元，占2024年经审计净资产30.84%，无逾期担保。 （编辑 丛可心） ...

证券代码：603966 证券简称：法兰泰克 公告编号：2025-067 法兰泰克重工股份有限公司 一、担保情况概述 关于为全资子公司提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 担保对象及基本情况 | | | 被担保人名称 本次担保金额 | Eurocrane 72.50 | Austria 万欧元 | GmbH | | --- | --- | --- | --- | --- | --- | | 担 保 | 对 | | | | | | 象 | | 实际为其提供的担保余额 | 72.50 | 万欧元 | | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（万元） | 49,911.68 | | 对外担保总额占上市公司 ...

12月24日，法兰泰克涨5.13%，截至发稿，报11.47元/股，成交1.14亿元，换手率2.54%，总市值45.73亿 元。法兰泰克股价已经连续3天上涨，区间累计涨幅3.9%。 资料显示，法兰泰克重工股份有限公司位于江苏省吴江汾湖经济开发区汾越路288号、388号，成立日期 2007年6月19日，上市日期2017年1月25日，公司主营业务涉及主要从事中高端桥、门式起重机、电动葫 芦、工程机械部件的研发、制造及销售。主营业务收入构成为：物料搬运设备及服务93.72%，工程机 械及部件业务6.09%，其他0.19%。 从基金十大重仓股角度 数据显示，华泰柏瑞基金旗下1只基金重仓法兰泰克。华泰柏瑞中证2000指数增强A（019923）三季度 持有股数92.53万股，占基金净值比例为0.61%，位居第七大重仓股。根据测算，今日浮盈赚取约51.82 万元。连续3天上涨期间浮盈赚取37.94万元。 华泰柏瑞中证2000指数增强A（019923）成立日期2024年1月12日，最新规模3.12亿。今年以来收益 50.95%，同类排名554/4197；近一年收益48.2%，同类排名562/4157；成立以来收益76.2%。 ...